The Greenspan Group at Morgan Stanley

Ira is a Senior Portfolio Manager and founding partner of the Greenspan Group, a highly skilled wealth management practice located in Bethesda, Maryland. A seasoned professional with more than 20 years of experience, Ira focuses on helping successful families, nonprofit organizations and corporations achieve their financial goals and encourages use of the firm’s extensive Consulting Services. Ira is proud to be a longstanding member of Morgan Stanley, having been part of the firm’s history since 1997. This tenure enables him to build deep relationships with the firm’s senior leaders and enjoy immediate access to the firm’s global resources.

Ira grew up in a household dedicated to serving others. After earning a Master’s degree in Public Administration and a B.A. degree in Political Science from The American University, Ira began his career working with veterans in both the public and private sectors. He served under the Chairmanship of G.V. “Sonny” Montgomery (D-MS) and Bob Stump (R-AZ) in the U.S. House of Representatives and was actively involved in the Veterans Affairs Committee and Subcommittee on Compensation and Benefits.

Today as a financial advisor, Ira brings his knowledge, experience and sense of duty to the wide range of clients he proudly serves. As the senior advisor of the team, Ira is responsible for the communication and management of all client relationships. His extensive financial experience enables him to help clients achieve their retirement and legacy goals. He has significant experience helping clients protect their assets against risk through estate and insurance strategies, including long-term care.

Originally from Brooklyn, Ira now calls Boyds, Maryland, his home, where he lives with his wife, Marlo, and their two children, Leah and Zachary. A former Brotherhood President at Temple Beth Ami, Ira remains an active congregant. Outside of the office, he enjoys running, photography and watching movies.

An experienced professional and founding partner of the Greenspan Group, Michael enjoys working with successful executives, business owners and families, providing personalized advice through a disciplined wealth management approach. His extensive background enables him to help clients achieve their retirement and estate planning goals, while building a diversified investment portfolio. Over the years, he has developed a deep and thorough understanding of the world’s financial markets and how various economic conditions impact those markets.

Growing up in Russia, Michael saw firsthand what it was like for families who have little or no opportunity to build financial security. This experience inspired him to pursue a profession that could help others create financial independence for themselves and their families now and for generations. As a caring financial advisor, Michael receives great satisfaction knowing he and his colleagues are making a significant impact on the quality of their clients’ lives.

Michael is dedicated to advanced learning for himself and his clients. Throughout his career, he has earned a number of industry designations, including Certified Financial PlannerTM, Chartered Retirement Planning Counselor^® and Chartered Mutual Fund Counselor. He also maintains his insurance and managed futures licenses, as well as his Series 7 and 66 licenses. These credentials provide Michael with special skills in the areas of retirement and estate planning, wealth preservation strategies, risk management and investment strategy.

Michael moved from Moscow to the Washington D.C. area at the age of 10. Today, he lives in Bethesda, Maryland, with his wife, Libbie, and two children, Lily and Sasha. When he’s not in the office advising clients, Michael enjoys spending time with his family on the tennis court or in the swimming pool. A graduate of George Washington University, Michael has been playing tennis since the age of seven and met his wife on the courts at GW.

Alec McGee, an ambitious and focused Registered Client Service Associate, has served as an invaluable member of the team since 2024. He provides exceptional service to clients, dedicated to the pursuit of both personal and professional excellence in their lives.

Alec has worked in the financial services industry since 2018. As a Private Mortgage Banker at Wells Fargo, he focused in creative loan scenarios for ultra-high net worth clients. In 2022, Alec joined Wells Fargo Advisors as a Senior Registered Client Associate where he discovered his passion for building long-lasting relationships with clients. Alec exhibits a true understanding of the cross-functionality of banking, lending and wealth management.

Alec’s hobbies include travel, football and the great outdoors. He has visited over a dozen countries and even climbed Mt. Fuji. Alec also volunteers with KEEN DC (Kids Enjoy Exercise Now), as well as the Philippine Humanitarian Coalition, which provides aid to families in the Philippines in the wake of natural disasters.